Clients
Adding and importing clients, profiles, and how clients sign in.
- Add a clientAdd a new client by hand with their name, phone, email, and birthday, and learn when Lumidara sends them your welcome email automatically.
- Import your client listBring your existing clients into Lumidara from a CSV or Excel file, map your columns, preview the result, and see how duplicates are handled.
- How clients sign in to your booking siteClients sign in to your booking site with their phone number and a text message code, with no password to remember. Here is what they see.
- Client profilesSee a client's details, appointment history, total spend, points, rewards, referrals, and aftercare in one place, and edit or delete their record.
- Aftercare instructionsPro and BrandedWrite aftercare guides for your services, start from a ready made template, and share them with individual clients on your booking site.
- Export your client listDownload every client as a CSV file you can open in Excel, Google Sheets, or Numbers, with contact details, visits, spend, tips, and points.
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